Diversify Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Diversify Wealth Management’s Portfolio VUSB Stock Details VUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$215K	Buy	4,326 +47	+1%	+$2.34K	﹤0.01%	1175
2026 Q1	$213K	Buy	4,279 +40	+0.9%	+$2K	﹤0.01%	1076
2025 Q4	$211K	Buy	+4,239	New	+$211K	0.01%	589
2025 Q3	–	Sell	-4,920	Closed	-$245K	–	563
2025 Q2	$245K	Buy	4,920 +19	+0.4%	+$944	0.02%	487
2025 Q1	$244K	Sell	4,901 -811	-14%	-$40.3K	0.02%	467
2024 Q4	$284K	Sell	5,712 -22	-0.4%	-$1.09K	0.02%	441
2024 Q3	$285K	Buy	+5,734	New	+$285K	0.03%	407

Other funds holding VUSB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Diversify Wealth Management's VUSB Position: Q2 2026 in Review

Diversify Wealth Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 1.1% in Q2 2026, buying an estimated $2.34K and bringing the position to 4,326 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Diversify Wealth Management first reported a position in VUSB in Q3 2024 and has held it in 7 quarters since. The position peaked at $285K in Q3 2024. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Diversify Wealth Management held 4,326 shares of Vanguard Ultra-Short Bond ETF worth $215K as of Q2 2026.
Diversify Wealth Management bought 47 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $2.34K.
Vanguard Ultra-Short Bond ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1175 holding.
Diversify Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2024 and has held it in 7 quarters since.
Diversify Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $285K in Q3 2024.
487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.